Sector Experts

Paul Renken

VSA Capital

Image: Paul Renken

Paul Renken has a broad range of experience in various aspects of the mining and minerals business. He began his career as a geologist for Canadian junior resource companies in the Western United States. Owning a stake in a private consulting firm as vice president of exploration, Renken searched for various base metals, precious metals and industrial minerals. In the UK, he worked in the equity market media outlets of Digitallook and Hemscott before joining VSA as mining analyst in 2006.




Recent Interviews

VSA Capital's Paul Renken Follows the Flow of Risk Capital into the Battery Space (6/23/15) Paul Renken, mining analyst with London-based VSA Capital, says risk capital is being invested ahead of actual consumer demand in the high-technology battery/electric vehicle sector, and believes the "if-you-build-it-they-will-come" mentality pervading the space is an investment wave of the future. In this interview with The Energy Report, Renken offers insight into what he wants in battery materials equity plays, as well as in uranium and fertilizer plays, all of which are primed to power energy portfolios.

Paul Renken's Gold, Graphite and REE Names Poised for Gains (6/22/15) Paul Renken, mining analyst with London-based VSA Capital, spends much of his time researching small and micro-cap resource equities and the commodities central to their business models so we don't have to. In this interview with The Gold Report, Renken suggests some of his favorite graphite and rare earth names, as well as a handful of gold equity picks.

Be Bold and Seek the Sizzle, Says VSA Capital's Paul Renken (12/16/14) It's time to be bold, says Paul Renken, senior geologist and analyst with London-based VSA Capital. He seeks the "sizzle," or the narrative, in mining equities because the sizzle moves the story. But Renken remains selective and likes to see a significant discovery or acquisition that provides a clear path to investor returns. In this interview with The Mining Report, he recommends a veritable laundry list of companies in numerous commodities operating around the world.

Recent Quotes

"DSF produces coarse phosphate for the local agricultural market; that preserves its margins." (6/23/15) DuSolo Fertilizers Inc. - The Energy Report Interview with Paul Renken Moreá>

"The mineralization is shallow at FCU's Triple R and amenable to mining." (6/23/15) Fission Uranium Corp. - The Energy Report Interview with Paul Renken Moreá>

"If NMX can produce lithium hydroxide in a single step, which so far seems possible, it would be quite competitive with other producers." (6/23/15) Nemaska Lithium Inc. - The Energy Report Interview with Paul Renken Moreá>

"NXE has proven that the same feature mineralized on FCU's ground is mineralized with high-grade uranium on its ground." (6/23/15) NexGen Energy Ltd. - The Energy Report Interview with Paul Renken Moreá>

"CCE is developing its Ashram REE deposit in far northern QuÚbec." (6/22/15) Commerce Resources Corp. - The Gold Report Interview with Paul Renken Moreá>

"SYR's Balama graphite and vanadium deposit is so large it could produce all the graphite needed in the world for the next 100 years." (6/22/15) Syrah Resources Ltd. - The Gold Report Interview with Paul Renken Moreá>

"FVI has outperformed its production guidance in the two recent quarters." (12/16/14) Fortuna Silver Mines Inc. - The Mining Report Interview with Paul Renken Moreá>

"NMX's Whabouchi is a deposit that's simple to mine and process." (12/16/14) Nemaska Lithium Inc. - The Mining Report Interview with Paul Renken Moreá>

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"AAZ and spinoff company Fission 3.0 are in joint venture on the property immediately north of Patterson Lake South." (7/28/14) Azincourt Uranium Inc. - The Gold Report Interview with Paul Renken Moreá>

"A darling among uranium investors over the past couple of years is FCU." (7/28/14) Fission Uranium Corp. - The Gold Report Interview with Paul Renken Moreá>

"LGO's large Maracßs iron-vanadium project in Brazil is in the commercial ramp-up stage." (7/28/14) Largo Resources Ltd. - The Gold Report Interview with Paul Renken Moreá>

"Metallurgical testing on MKA's REE deposit in Malawi suggests that it should be fairly easy to process with relatively high rates of recovery." (7/28/14) Mkango Resources Ltd. - The Gold Report Interview with Paul Renken Moreá>

"RNX's deposit is very, very big. It offers a secure supply, not for just a few years but for a few decades." (2/25/14) Royal Nickel Corp. - The Mining Report Interview with Paul Renken Moreá>

(9/17/13) Largo Resources Ltd. - The Metals Report Interview with Paul Renken Moreá>

"One of the things I like about MKA is it hasn't overpromised and underdelivered. It is just the opposite." (9/17/13) Mkango Resources Ltd. - The Gold Report Interview with Paul Renken Moreá>

"FCU's PLS discovery is quite high grade and could be very cost competitive with other mines in the region." (9/17/13) Fission Uranium Corp. - The Metals Report Interview with Paul Renken Moreá>

"RNX is looking at a 30- or 40-year mine life if the Dumont nickel project can be profitably developed." (9/17/13) Royal Nickel Corp. - The Metals Report Interview with Paul Renken Moreá>

"FCU is off to a great start at PLS and we anticipate more exceptional drilling news." (7/19/13) Fission Uranium Corp. - Paul Renken, VSA Capital Moreá>

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